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Collaborative Consulting is a private wealth and estate planning specialist. We are 100% independent, we don't accept commissions and meet the highest global fiduciary standards. We're in the business of helping clients make work optional and do this providing "evidence based advice", not sales rhetoric.
I provide certainty for my clients and take away fear. Replacing this with options in life, so they can get on with what's really important; family, travel, friendships, fun.
My clients are positioned so that work is optional.
I walked away from my previous position, where I was earning a million dollars a year. I was incredibly unhappy with the governance of that business and knew I could do better for clients.
I set up Collaborative Consulting to provide genuine value for clients. Putting their needs first before mine. That is what a fiduciary is entrusted to do and how I run my business.
I have three decades of business and financial advice experience as a practicing Certified Financial Planner. Rather than sell products for institutions, I work for my clients in a fiduciary role to position them for the best possible outcome.
After 30 years in business, I have many professional contacts to assist my clients, where I can't.
We are available in person and on zoom for video calls.
Our clients health and safety is important to us. We take all precautions necessary to ensure a safe environment.
4.84/5.00
based on 287 reviews
Wonderful communication, excellent advice, my own words, awesome, helpful, always available, went out of his way to ensure we were comfortable with his suggestions. I want to thank you Steve for all you do, much appreciated and I will certainly recommend you and your company.
16 Nov 2023
A big shoutout to Adi for helping me again for getting my finance approved! Really really recommend him if you are wanting for help on financial, He is the guy that will help you. Fast and guaranteed approval
23 Feb 2022
After experiencing Chanes service for my own investments, I referred her to my mother, after she had some cash left from downsizing her house. Chane was really impressive in explaining investments to my mother and making her feel empowered in making her investment decisions. I would gladly recommend Chane to any new or experienced investor!
20 Oct 2021
